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Jefferies Group’s Equitable Holdings EQH Stock Holding History

Jefferies Group’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-93,000
Closed -$1.55M – 2394
2018
Q4 		$1.55M Sell
93,000
-22,100
-19% -$431K 0.01% 952
2018
Q3 		$2.47M Buy
+115,100
New +$2.52M 0.02% 878

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jefferies Group's EQH Position: Q3 2022 in Review

Jefferies Group opened a new position in Equitable Holdings (EQH) in Q3 2022: 45,170 shares worth $1.19M. The stake represents 0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Jefferies Group previously reported a position in EQH as recently as Q3 2018.

Jefferies Group first reported a position in EQH in Q3 2018 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold EQH as of Q3 2022.

  • Jefferies Group held 45,170 shares of Equitable Holdings worth $1.19M as of Q3 2022.
  • Equitable Holdings was a new Jefferies Group position in Q3 2022.
  • Equitable Holdings made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #763 holding.
  • Jefferies Group first reported a position in Equitable Holdings in Q3 2018 and has held it in 2 quarters since.
  • 388 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.